Episode #85 from 50:00
BYD, CATL, & financial repression
People
Topics
Is China more decentralized than the US?
0:00
How the Politburo Standing Committee makes decisions
3:16
Xi’s right hand man in charge of AGI
21:07
DeepSeek was trained to track CCP policy
35:37
Local government debt crisis
45:35
50:00
How corruption leads to overbuilding
58:12
Probability of Taiwan invasion
1:10:46
Succession after Xi
1:18:56
Future growth forecasts
1:25:10